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Vanguard ESG US Stock ETF
ESGV

484 hedge funds and large institutions have $2.63B invested in Vanguard ESG US Stock ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 23

13% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 164

3% more funds holding

Funds holding: 470 → 484 (+14)

2% less capital invested

Capital invested by funds: $2.68B → $2.63B (-$52.9M)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

4.77% less ownership

Funds ownership: 36.13% → 31.36% (-4.8%)

Holders
484
Holders Change
+14
Holders Change %
+2.98%
% of All Funds
6.97%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
41
Increased
186
Reduced
164
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCAM
Boston Common Asset Management
Massachusetts
+$17.7M
2
I
IMPACTfolio
Colorado
+$17.7M
3
PCIG
Partners Capital Investment Group
Massachusetts
+$15.8M
4
CAM
Clarity Asset Management
Iowa
+$14.8M
5
RCS
Retirement Capital Strategies
California
+$7.89M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$273M
2
Morgan Stanley
Morgan Stanley
New York
-$76.6M
3
FCG
Financial Connections Group
California
-$12.3M
4
VF
Visa Foundation
California
-$10.7M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
326
MAI Capital Management
Ohio
$361K -$6.76K -76 -2%
IIA
327
Integral Investment Advisors
California
$360K – – –
AFS
328
Access Financial Services
Minnesota
$351K – – –
Massachusetts Financial Services
329
Massachusetts Financial Services
Massachusetts
$348K -$539K -6,065 -62%
PWMAG
330
Pinnacle Wealth Management Advisory Group
New Jersey
$347K – – –
PWA
331
Physician Wealth Advisors
Utah
$346K -$4.36K -49 -1%
Fidelity Investments
332
Fidelity Investments
Massachusetts
$346K +$180K +2,029 +121%
VHAM
333
Van Hulzen Asset Management
California
$345K – – –
MAM
334
McLean Asset Management
Virginia
$345K – – –
SPIA
335
Steward Partners Investment Advisory
New York
$341K +$178 +2 +0.1%
PGAM
336
Princeton Global Asset Management
New Jersey
$331K +$711 +8 +0.2%
PB
337
Pinnacle Bancorp
Nebraska
$331K +$711 +8 +0.2%
FOA
338
Five Oceans Advisors
California
$328K – – –
RP
339
Rice Partnership
Hawaii
$327K -$25.3K -284 -7%
SPA
340
Sentinel Pension Advisors
Massachusetts
$325K +$89 +1 +0%
SP
341
Symmetry Partners
Connecticut
$324K +$267 +3 +0.1%
PCIA
342
Prime Capital Investment Advisors
Kansas
$318K +$7.03K +79 +2%
PWP
343
Principle Wealth Partners
Connecticut
$312K +$8.45K +95 +3%
TWC
344
TD Waterhouse Canada
Ontario, Canada
$308K – – –
ZF
345
Zhang Financial
Michigan
$306K – – –
PCM
346
Parsons Capital Management
Rhode Island
$306K +$17.8K +200 +6%
LPT
347
Legacy Private Trust
Wisconsin
$306K – – –
TAM
348
Tocqueville Asset Management
New York
$306K – – –
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K +$86.8K +976 +43%
ACM
350
Alpha Capital Management
Texas
$302K +$356 +4 +0.1%
12 13
14
15 16

ESGV Hedge Fund Activity: Q1 2024 in Review

484 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard ESG US Stock ETF (ESGV) for Q1 2024, worth a combined $2.63B — down 2% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESGV positions and 23 closed out — a net gain of 18 holders — while 186 added to existing stakes and 164 trimmed.

The largest buyer was Boston Common Asset Management, opening a new position worth an estimated $17.7M. The largest seller was Vanguard Group, cutting an estimated $273M.

  • 484 institutional investors held Vanguard ESG US Stock ETF (ESGV) as of Q1 2024, up from 470 in Q4 2023.
  • Funds reported $2.63B of Vanguard ESG US Stock ETF stock for Q1 2024, down 2% quarter-over-quarter.
  • 41 funds opened new Vanguard ESG US Stock ETF positions in Q1 2024 and 23 closed out, a net change of +18 holders.
  • The largest Vanguard ESG US Stock ETF buyer in Q1 2024 was Boston Common Asset Management, an estimated $17.7M added.
  • The largest Vanguard ESG US Stock ETF seller in Q1 2024 was Vanguard Group, an estimated $273M sold.

Based on aggregated 13F filings for Q1 2024.